NewSquare Capital’s AutoZone AZO Stock Holding History

NewSquare Capital’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$33.4K	–	279
2025 Q2	$33.4K	Buy	9 +3	+50%	+$11.1K	﹤0.01%	356
2025 Q1	$22.9K	Buy	+6	New	+$20.7K	﹤0.01%	333
2022 Q1	–	Sell	-6	Closed	-$13K	–	379
2021 Q4	$13K	Hold	6	–	–	﹤0.01%	264
2021 Q3	$10K	Hold	6	–	–	﹤0.01%	269
2021 Q2	$9K	Hold	6	–	–	﹤0.01%	270
2021 Q1	$8K	Hold	6	–	–	﹤0.01%	254
2020 Q4	$7K	Buy	+6	New	+$6.95K	﹤0.01%	258

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

NewSquare Capital's AZO Position: Q3 2025 in Review

NewSquare Capital sold out of AutoZone (AZO) in Q3 2025, closing a stake of 9 shares — an estimated $33.4K sold.

NewSquare Capital first reported a position in AZO in Q4 2020 and held it in 7 quarters. The position peaked at $33.4K in Q2 2025. 1,346 funds tracked by Wall St. Rank hold AZO as of Q3 2025.

NewSquare Capital reported no remaining AutoZone position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 9 AutoZone shares in Q3 2025, an estimated $33.4K.
NewSquare Capital first reported a position in AutoZone in Q4 2020 and held it in 7 quarters.
NewSquare Capital's AutoZone position peaked at $33.4K in Q2 2025.
1,346 funds tracked by Wall St. Rank held AutoZone as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.